Thematic investments

Robotics is the marriage of precision engineering with the explosion of capacity in artificial intelligence. From driverless cars to heart surgery, we are on the cusp of a revolution.

As the world is ever more tightly woven into an interconnected web, new dangers appear and old risks intensify. The demand for security – physical, virtual and financial – is growing, as is the diverse industry that provides it.

Digitalization is revolutionizing the health care sector: with research and development contributing to breakthroughs that would previously have been unimaginable, it has the potential to markedly improve the quality of medical services and curb rising costs. Digital health is one of the fastest-growing segments in health care.

Edutainment is transforming the traditional approach to education into an immersive and personalized experience. It uses innovative services and disruptive technologies to provide children and adults with unprecedented access to quality learning resources worldwide, making the learning process more affordable and efficient.

New solutions that aim to tackle the most pressing environmental challenges are emerging every day. Investing in companies providing these solutions enables investors to fulfil their desire to accelerate the positive environmental transition and contribute to UN Sustainable Development Goals while earning attractive returns.

Our Thematic Equity strategies: Security and Safety, Robotics and Automation, Digital Health, Edutainment and Education Technology, Environmental Impact, and Infrastructure, are built around the belief that long-term structural forces of change are creating the potential for returns that other investment approaches might overlook.